These are some of the cases and initiatives we have accomplishes:
Pipeline Management
A
Japanese Financial Institution faced the issue managing deals related
to credit approvals, pipeline management, loan origination, deal
ownership and tracking of micro credit deals for Corporate Banking. This
was due to data being fragmented and managed in siloed based
applications with no transparency between organizations for key
ownership. As well this affected the accuracy of daily and monthly
reporting of dashboards to Executive Management. In addition the bank
wanted to pursue the initiative of cross-selling of financial products
in the Retail Wealth Management division for HNW clients which required
the expert analytics of identifying key products and strategies tailored to these clients.
Karllestone
Capital was asked to come in and consult on process improvement,
business engineering and solutions for improving this effort.
Sucessfully managed the improvement of these processes and consulted on
the implementation of a CRM solution to fit both pipeline management and
client management process for Retail Wealth Management. Karllestone
also managed the organizational change management and training of
advisors and relationship managers for this effort.
Private Banking/Wealth Management
Major
European Private Bank for PB operations setup, Business Engineering
for Credit Risk Management, FX, Legal and Compliance and Client
Enrollment process for HNW and Ultra- HNW Clients. Client faced with a
issues for establishing a Private Banking presence in the Japanese
Market.
Wealth Management
Japanese arm
of European Asset Management and Investment company needed to quickly
transform internal pipeline management, Client acquisition, client
facing, client reporting, RM training and CRM processes for retail and
institution product distribution for Wealth Management. Also at issue
was the organizational change management effort , successful strategy
for growth , and implementing a performance metrics dashboard required
for driving this success.
Karllestone Capital managed the
successful organization change transfer and business improvement
processes for implementing a new Wealth Management package, building
core competencies, performance monitoring and training of Relationship
manager for transforming competencies for advising Upper Mass Affluent,
and HNW clients.
Insurance Asset Management/Investment Trust
Asia
Pacific branch of a Large North American Insurance company for Wealth
Management for Mutual Funds. Karllestone Capital led the project for
business process re-engineering, requirements, assessment and
implementation of a Wealth Management package solution for client
acquisition, reporting, servicing and processing of funds products for retail and mass affluent customers.
Challenge:
Client need a robust package solution to replace current manual and old
systems to manage customers portfolios. Implement organizational
change management processes. Identifying business drivers and
performance metrics to ensure client success.
Solution:
Develop a roadmap to Implement new wealth management package
technology. Streamline current business process and workflows to meet
challenges and demands of new system.
Result: Delivered
new system. Improved business process, Project plans,business
requirements, organizational changes for improvement. Enabled customer
to meet business needs.
Financial Services
- Global Business Payments
On April 1 2010 the new Money Transfer Law allowing non-banks to participate in money transfer business came in to affect.
Karllestone
Capital was selected to partner with a foreign financial service
solution provider and a larger Japanese E-commerce Online Bank to
provide the 1st solution to allow business payment and remittance of
currency to beneficiaries globally.
We successfully consulted on
client onboarding, AML ( Anti Money Laundering) KYC, Compliance,
technology implementation, end to end processing, workflow and business
strategy.
Karllestone also provided strategic direction, transformation services and business model advisory for product development
Retail Banking
Capital Markets
Treasury and Credit Risk
Karllestone
Capital led and managed the consulting, implementation and
customization of a Treasury and Cash Management systems for managing
cash flows and payment for a large Japanese multi-national company. The
effort implementation included the functionality for managing and
monitoring cash positions, FX, Credit Risk , Payments Matching and
Netting as reporting.
Insurance
Business Process Re-engineering (Process Improvement)
Technology Strategy and Innovation
Solution Delivery
PMO/Project Management Improvement Process
IT Audit and Compliance
Pharma
